Speaking of TSMC, many friends may not have known this company before, because the chip foundry industry is too unfamiliar to most people and cannot be exposed to it in daily life. However, after the chip entered the 7-nanometer process era, TSMC achieved its rise and has been le

Speaking of TSMC, many friends may not have known this company before, because the chip foundry industry is too unfamiliar to most people and cannot be exposed to it in daily life. However, after the chip entered the 7-nanometer process era, TSMC achieved its rise and has been leading the lead in mass production of chip manufacturing processes, so it frequently appeared in the spotlight. However, when the process advanced to 3-nanometer, the situation changed.

3 nanometer process TSMC has the ability to mass produce. In fact, Samsung received a 3-nanometer order a few months ago, but it is reported that the order volume is not large, so we see that in the 3-nanometer process, TSMC is actually in a short position. It was previously revealed that TSMC's 3-nanometer production line was forced to downgrade and use to produce 5-nanometer chips because there were no orders. Now it should be true.

If we follow the previous situation, it should be the time when 3nm chips are launched in the market. However, not to mention 3nm, even the 5nm improved 4nm process has been used poorly. Therefore, TSMC's 3nm process mass production has been delayed. It has been delayed for 3 months before, but now it has been delayed for another 3 months. This is the first bad news that TSMC has ushered in this year. However, since then, bad news from TSMC has followed one after another.

followed by TSMC's statement that it will shut down four EUV lithography machines one after another, which seems to mean that TSMC's capacity utilization rate has begun to decline, and orders can no longer fill TSMC's advanced process production capacity. There is no doubt that TSMC has ushered in the second bad news, but the bad news has not stopped, and the third and fourth ones have appeared immediately.

The third bad news is that TSMC's 7-nanometer and 6-nanometer capacity utilization rate has declined, and the decline rate is expected to reach up to 20%. You should know that TSMC's biggest source of revenue is the 7-nanometer and 6-nanometer processes. Obviously, the stopping rotation of the production line means a large amount of revenue loss. TSMC estimates that its gross profit margin will drop by as much as 3%.

Since the utilization rate of 7nm and 6nm production capacity has dropped significantly, the fourth bad news follows. The 7nm factory originally planned to be built in Kaohsiung was cancelled, so we see that the current situation of TSMC is that 3nm short orders, 7nm few orders, new factories are suspended, lithography machine is shut down, and gross profit margin has declined. So how much impact has such a series of events have had on TSMC? Now it can be said that the answer is here.

According to media reports, TSMC President Wei Zhejia has notified employees to accompany his family. In other words, TSMC's current orders can no longer support all employees to come to work. You should know that TSMC had previously stated that the employees were not enough. In order to meet the recruitment needs, they even lowered their education to high school, and they could not have experience. However, time has changed, and now they have begun to encourage employees not to go to work.

Therefore, industry insiders said that the president of TSMC actually personally encouraged employees to take vacations. This is too rare, and analysts pointed out that this means that an era has come to an end. The highlight of TSMC's glorious moment has passed. This is not only because TSMC has moved from employees to orders, but also because the chip industry has begun to shift, which will be greater bad news for TSMC.

Before, the chip industry has been pursuing advanced processes, but now it has begun to turn to pursuing advanced packaging. Advanced processes are the precedent process of chip manufacturing, and advanced packaging is the subsequent follow-up of chip manufacturing. For a long time, improving the performance of chips is based on the previous process, but because the cost of advanced processes is too high, with the efforts of the industry, everyone has also achieved the improvement of chip performance through advanced packaging, and the cost is lower.

In the field of advanced packaging, TSMC does not have absolute advantages. In fact, we are already in the first echelon of the international advanced packaging field. For example, Tongfu Microelectronics has realized 5-nanometer chip packaging , Changdian Technology has realized 4-nanometer chip packaging, and Changdian Technology is also the third largest packaging company in the world, only one step away from the second.

. Advanced packaging actually integrates many small chips that adopt mature processes and a small number of small chips that adopt advanced processes. Because with the rise of advanced packaging, TSMC's advanced process capacity utilization will continue to decline. In addition, as chip giants postponed the time to adopt the most advanced processes, TSMC has no advantage of first realizing the most advanced process mass production, so TSMC's most advanced process orders will be diverted.

For example, 3 nanometers will be mass-produced next year, and Samsung is also ready. In the subsequent 2nm, , Intel will also join the market competition, and recently Intel has publicly stated that it is willing to provide foundry services. If it is said that TSMC's small era is over, then it will be the end of TSMC's big era. If you think it is reasonable, thank you for giving me a thumbs up and reading.